Stony Point Capital as of June 30, 2025
Portfolio Holdings for Stony Point Capital
Stony Point Capital holds 37 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Doordash Cl A (DASH) | 5.6 | $74M | 302k | 246.51 | |
| Palo Alto Networks (PANW) | 5.2 | $69M | 335k | 204.64 | |
| NVIDIA Corporation (NVDA) | 4.7 | $62M | 395k | 157.99 | |
| Microsoft Corporation (MSFT) | 4.7 | $62M | 125k | 497.41 | |
| Axon Enterprise (AXON) | 4.7 | $62M | 75k | 827.94 | |
| Nasdaq Omx (NDAQ) | 4.6 | $61M | 683k | 89.42 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 4.6 | $61M | 267k | 226.49 | |
| Meta Platforms Cl A (META) | 4.5 | $59M | 80k | 738.09 | |
| Garmin SHS (GRMN) | 4.4 | $58M | 280k | 208.72 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.4 | $58M | 329k | 176.23 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 4.4 | $58M | 502k | 115.35 | |
| Tesla Motors (TSLA) | 4.2 | $55M | 174k | 317.66 | |
| Amazon (AMZN) | 4.2 | $55M | 251k | 219.39 | |
| Invesco Qqq Tr Unit Ser 1 Put Option (QQQ) | 4.1 | $55M | 99k | 551.64 | |
| Broadcom (AVGO) | 4.1 | $55M | 198k | 275.65 | |
| Ferrari Nv Ord (RACE) | 3.8 | $50M | 101k | 490.74 | |
| Apple (AAPL) | 3.4 | $45M | 218k | 205.17 | |
| Tyler Technologies (TYL) | 3.3 | $44M | 74k | 592.84 | |
| Capital One Financial (COF) | 1.4 | $18M | 85k | 212.76 | |
| Arm Holdings Sponsored Ads (ARM) | 1.2 | $16M | 101k | 161.74 | |
| Booking Holdings (BKNG) | 1.2 | $16M | 2.8k | 5789.24 | |
| TJX Companies (TJX) | 1.2 | $16M | 129k | 123.49 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 1.2 | $16M | 287k | 55.41 | |
| Costco Wholesale Corporation (COST) | 1.2 | $16M | 16k | 989.94 | |
| Spotify Technology S A SHS (SPOT) | 1.2 | $16M | 21k | 767.34 | |
| Servicenow (NOW) | 1.2 | $15M | 15k | 1028.08 | |
| Netflix (NFLX) | 1.2 | $15M | 11k | 1339.13 | |
| Zscaler Incorporated (ZS) | 1.1 | $15M | 48k | 313.94 | |
| Metropcs Communications (TMUS) | 1.1 | $15M | 62k | 238.26 | |
| O'reilly Automotive (ORLY) | 1.1 | $14M | 160k | 90.13 | |
| Digital Realty Trust (DLR) | 1.1 | $14M | 83k | 174.33 | |
| Wingstop (WING) | 1.1 | $14M | 43k | 336.74 | |
| Cyberark Software SHS (CYBR) | 1.0 | $13M | 33k | 406.88 | |
| Sap Se Spon Adr (SAP) | 1.0 | $13M | 43k | 304.10 | |
| Duolingo Cl A Com (DUOL) | 1.0 | $13M | 31k | 410.02 | |
| Datadog Cl A Com (DDOG) | 0.9 | $12M | 89k | 134.33 | |
| Fair Isaac Corporation (FICO) | 0.8 | $11M | 5.9k | 1827.96 |
